Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director

JPMorgan Chase; New York (NY); On-site; USD 150,000 - 260,000; Full time

Job summary

JPMorgan Chase's Dynamic Multi-Asset Strategy (DMAS) team seeks an experienced Equity Portfolio Manager to contribute to equity allocations, identify high-conviction ideas, and translate insights into portfolio positions across DMAS strategies.

The role involves fundamental and thematic research, portfolio construction input, and close collaboration with fixed income, alternatives, and asset allocation partners, with client engagement and thought leadership responsibilities.

Qualifications

• Experience in equity portfolio management and investment decision making.
• Strong analytical and quantitative skills with ability to translate research into portfolio actions.
• Proven ability to communicate investment viewpoints to internal teams and clients.

Responsibilities

• Contribute to the management of equity allocations across DMAS portfolios.
• Generate and implement high-conviction equity ideas based on fundamental and thematic research.
• Participate in portfolio construction discussions, security selection, sizing, and risk management.
• Support tactical equity allocation decisions and cross-asset positioning.
• Develop and articulate investment theses and portfolio recommendations for clients and distribution teams.

Skills

Equity portfolio management

Fundamental research

Thematic analysis

Portfolio construction

Risk management

Cross-asset collaboration

Client engagement

Education

Bachelor's degree in Finance or Economics

Tools

Bloomberg Terminal

Job description

The Team

The Dynamic Multi-Asset Strategy (DMAS) team manages benchmark-agnostic, actively managed multi-asset portfolios designed to deliver attractive risk-adjusted returns while emphasizing capital preservation. The investment process combines top-down macro views, tactical asset allocation, and bottom-up security selection across equities, fixed income, commodities, liquid alternatives, and cash.

The team leverages proprietary research and resources across J.P. Morgan while maintaining an independent investment process and a high-conviction approach to portfolio construction. Portfolio managers actively allocate risk across sectors, geographies, styles, and investment themes, seeking opportunities with the most compelling risk/reward characteristics.

Job Summary

We are seeking a highly motivated and experienced Equity Portfolio Manager to join the Dynamic Multi-Asset Strategy (DMAS) team. This individual will play a key role in the equity investment process, helping to identify high-conviction investment opportunities, formulate thematic views, and translate those insights into portfolio positions across DMAS strategies.

The successful candidate will be responsible for generating actionable investment ideas, conducting fundamental and thematic research, contributing to portfolio construction decisions, and helping manage equity risk across portfolios. The role requires close collaboration with portfolio managers responsible for fixed income, alternatives, and asset allocation decisions, as well as broad engagement with research resources across J.P. Morgan.

Job Responsibilities

Portfolio Management & Investment Strategy

Primary responsibility for contributing to the management of equity allocations across DMAS portfolios, including funds, model portfolios, and separately managed accounts.

Generate and implement high-conviction equity investment ideas through fundamental research, thematic analysis, quantitative inputs, and market intelligence.

Participate directly in portfolio construction discussions, including security selection, position sizing, buy/sell decisions, and risk management.

Contribute to tactical equity allocation decisions and broader portfolio positioning across varying market environments.

Identify and implement opportunities across sectors, industries, geographies, market capitalizations, and investment styles.

Monitor portfolio holdings and adjust positioning as market conditions and investment theses evolve.

Evaluate portfolio risks and opportunities to ensure consistency with investment objectives and risk parameters.

Research & Security Selection

Develop and maintain detailed investment views on companies, sectors, industries, and equity markets globally.

Conduct in-depth fundamental analysis of individual securities and investment themes.

Develop differentiated thematic investment views and identify emerging secular and cyclical trends capable of driving portfolio outperformance.

Generate actionable investment recommendations supported by rigorous research and analysis.

Leverage quantitative, fundamental, technical, and macroeconomic inputs to identify attractive investment opportunities.

Articulate and maintain detailed investment theses and portfolio recommendations.

Portfolio Construction & Cross-Asset Collaboration

Collaborate with portfolio managers across equities, fixed income, commodities, currencies, and liquid alternatives to maximize portfolio-level risk-adjusted returns.

Evaluate portfolio exposures, factor risks, active bets, correlations, and diversification characteristics.

Assist in constructing portfolios that balance alpha generation with disciplined risk management.

Contribute to strategic and tactical asset allocation discussions across the broader DMAS platform.

Implement investment views through individual securities, ETFs, mutual funds, and other investment vehicles, as appropriate.

Client Engagement & Thought Leadership

Represent the team in client meetings, portfolio reviews, and investment discussions.

Articulate investment views, portfolio positioning, and market outlooks to clients, advisors, and distribution partners.

Contribute to investment commentary, market updates, thought leadership, and marketing materials.

Support business development efforts by communicating the team's investment philosophy, process, and positioning.

Partner with colleagues across investment, distribution, and client service teams to deliver a best-in-class client experience.

Process Improvement & Team Development

Contribute to the continued evolution of the DMAS investment process and research framework.

Seek opportunities to improve portfolio analytics, research workflows, and investment decision-making processes.

Collaborate effectively within a team-oriented environment that values intellectual curiosity, accountability, and innovation.

Contribute to and manage projects that enhance team effectiveness and investment outcomes.